Report published September 24, 2026

USA: New Home Sales Above Expectations – Goldman Sachs Economic Research

Goldman Sachs · September 24, 2026

US new home sales increased 6.4% to 684k SAAR in August, exceeding expectations alongside an upward revision to July. Goldman Sachs maintained its Q3 GDP tracking estimate unchanged at +3.3% qoq annualized.

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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.

Key Takeaways

1.US new home sales jumped 6.4% in August to 684k SAAR, coming in significantly higher than consensus and GS expectations.
2.July new home sales were revised upwards by 36k to an annualized pace of 643k units.
3.Regional performance was divergent, led by an 84.9% surge in the Midwest (the largest monthly percent gain in series history), while the Northeast and West fell.

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Report data

Key figures extracted from this report

Metric	Estimate	Context
New Home Sales	684.0 k SAAR	August new single-family home sales vs. Goldman Sachs forecast of 611k and median forecast of 616k
New Home Sales MoM Change	6.4%	Month-over-month increase in August new home sales
Revised July New Home Sales	643.0 k SAAR	Upward revision by +36k from prior estimate
Midwest New Home Sales Change	84.9%	Largest one-month percent increase in the series' history
Northeast New Home Sales Change	-36.1%	August regional change in new home sales